Order Document Uploaded

Event name fundsub.order.document.uploaded

Payload

{
  "event": string,
  "createdAt": string, // example: "2024-10-20T07:52:28.696629792Z"
  "fundId": string,
  "orderId": string,
  "fileIds": Array[string],
  "docType": string,
  "subscriptionDocVersion": int, // only available for LP_SIGNED_DOC or FILLED_FORM event
  "supportingDocInfo": { // only available for SUPPORTING_DOC event
    "docGroup": string,
    "docName": string
  }
}

Currently, we are supporting the following docType:

• "LP_SIGNED_DOC"
• "FILLED_FORM"
• "COUNTERSIGNED_DOC"
• "DISTRIBUTED_DOC"
• "SUPPORTING_DOC"

Identifying Specific Documents (e.g.. Tax Forms)

To find a specific type of document, such as a completed Tax Form, you must filter the incoming webhook payloads based on a combination of fields:

1. Check the docType: The document must be a supplemental file, so you should only process payloads where:

• "docType" is equal to "SUPPORTING_DOC".

2. Check supportingDocInfo: Once you've identified a SUPPORTING_DOC, check the nested fields to find the exact document you need.

• Example: Targeting a W-9 Form

You would check if supportingDocInfo.docName is equal to "W-9 Form".

Note on Customization

The values for supportingDocInfo.docGroup and supportingDocInfo.docName are customizable by Anduin during Digitization. The docName value is the exact name the Investors see in their investor view.